What are the responsibilities and job description for the Client Success and Onboarding Specialist position at Advantage Design Group?
About Advantage Design Group
Advantage Design Group is a digital media and software company that builds interactive online orientation experiences for students and employees. We help colleges, universities and companies guide people through important life transitions using video, storytelling and our proprietary orientation platform.
Our core values are Client Focus, Optimization, Relationships and Excellence. You will join a close knit team that collaborates across creative, development, video production and client services.
About This Role
As a Client Success and Account Coordinator, you are the day to day contact for a group of clients after their orientation sites launch. Your focus is outreach, communication and coordination so clients see strong engagement and feel supported.
What You Will Do
Client Outreach and Account Care
• Serve as the main contact for an assigned list of clients
• Call and email to check in before key intake dates
• Confirm timelines, answer questions and keep tasks on track
• Capture notes and next steps from each interaction in our systems
• Monitor basic usage reports and flag risks or opportunities
Product Guidance and Proposals
• Learn our orientation platform and common use cases
• Recommend features and options that fit each client’s goals and budget
• Help prepare proposals, renewals and change requests using templates
• Follow up on outstanding items with polite reminders and clear next steps
Onboarding and Training
• Welcome new clients after launch and introduce yourself as their main contact
• Schedule and lead short online training sessions for new admins and staff
• Walk clients through how to log in, update content and publish changes
• Show clients how to view and export key reports so they can track logins and completions
Working With the Team
• Coordinate with project managers, sales, designers, developers and video producers
• Use tools such as our content management system, Dynamics, Function Point, SharePoint, Zendesk and our custom orientation platform
What You Bring
Required
• One to two years experience in a customer facing role such as inside sales, customer service, account coordination or client services
• Comfortable making outbound calls and sending professional emails each day
• Very comfortable using web based software and learning new systems
• Strong written communication with a clear, concise and friendly style
• Confident verbal communication on phone and video calls
• Organized and detail aware, able to track many small commitments and always close the loop
• A service mindset that matches our value of Client Focus and an interest in building long term relationships
Nice To Have
• Experience with a content management system such as WordPress, Umbraco or Drupal
• Familiarity with basic web concepts and simple HTML
• Experience working with a ticketing or CRM tool such as Zendesk or Dynamics
• Exposure to higher education, HR or onboarding software
How You Show Up
You describe yourself as client focused, tech savvy, comfortable with daily outreach and follow up, a natural coordinator, proactive and calm under pressure and interested in growing in client success, account management or project management.
What You Gain
You will receive a competitive entry level salary and benefits including group health and dental insurance, 401k with company matching, paid vacation and holidays and profit sharing opportunities. Our large Jacksonville office offers a friendly culture with the option for a hybrid schedule after onboarding, gym membership, flex time and a break room with snacks, tea and coffee.
Growth Path
In this role you will build skills in client communication, light sales support, proposal coordination and software driven client success. Over time strong performers may grow into more advanced client success, account management or project management roles depending on interest and business needs.
Salary : $45,000 - $60,000